公募基金2025Q2季报点评：基金Q2加仓银行非银通信，减仓食饮汽车电新

The provided content does not contain any quantitative models or factors related to financial engineering or quantitative analysis. The documents primarily discuss public fund market trends, asset allocation, industry allocation, and fund flows for Q2 2025. There are no mentions of quantitative models, factor construction, or backtesting results. If you have another document or specific content related to quantitative models or factors, please provide it for analysis